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    Scaling Software Agility:Best Practices for Large

    Enterprises

    Dean Leffingwell

    Agile 2009

    Chicago, IL

    August 26, 2009

    1

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    About Dean Leffingwell

    2

    Executive MentorBMC Agile Transformation

    Agile Enterprise CoachNokia S60, Symantec, Safeco

    Insurance, Symbian

    Software.

    Cofounder/AdvisorPing Identity, Roving Planet,

    Rally Software

    Founder/CEORequisite, Inc.

    Makers of RequisitePro

    Senior VPRational Software

    Responsible for Rational Unified

    Process (RUP) & Support of

    UML

    Founder and CEOProQuo, Inc., Internet identity

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    More from Dean Leffingwell

    Scaling Software Agility: Best Practices for Large

    Enterprises, Addison-Wesley 2007Blog and Resources

    www.scalingsoftwareagility.wordpress.com

    Website

    www.leffingwell.org

    Reach me at [email protected]

    3

    http://www.scalingsoftwareagility.wordpress.com/http://www.leffingwell.org/mailto:[email protected]:[email protected]://www.leffingwell.org/http://www.scalingsoftwareagility.wordpress.com/
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    If you accept the premise that market needs change fasterthan the software industrys traditional ability to developsoluions, youre left with the question what can we do about

    it? For me, the answer is Agile.

    Israel Gat, Vice President,

    Infrastructure Management, BMC Software, Inc.

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    BMC Results

    QSM Associates press release remarkable levels of time-to-market and quality

    produce large scale enterprise software in 4-5 months,

    compared to typical one year exceptional time-to-market without sacrificing quality

    especially noteworthy - BMC 'Secret Sauce enablesprocess to succeed in spite of geographically dispersedteams

    Other companies experience higher defects and longerschedules with split teams, BMC does not. I've never seenthis before. The low bug rates also result in very low defect

    rates post-production

    clearly ahead of more than 95 percent of all the softwareprojects captured in the SLIM metrics database, they're

    among the best I've seenSource: QSM Associates Press Release, Sep 10, 2007

    5

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    Approaching Challenge at Scale

    6

    We place the highest value on actual implementation and taking action.There are many things one doesnt understand; therefore, we ask them,why dont you just go ahead and take action?

    You realize how little you know, and you face your own failures and redo

    it again, and at the second trial you realize another mistake . . . So youcan redo it once again.

    So by constant improvement one can rise to the higher level of practiceand knowledge.

    This guidance reminds us that there is no problem too large to be solvedif we are only willing to take the first step.

    FuijoSho, President, Toyota

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    What Is Software Agility?

    7

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    Team Agility

    A disciplined set of

    enhanced software engineering practices

    empirical software project management practices

    modified social behaviors

    That empowers teams to: more rapidly deliver quality software

    explicitly driven by intimate and immediate customer feedback

    8

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    1.

    The Define/Build/Test Team

    2.

    Mastering the Iteration

    3. Two-levels of Planning and Tracking4.

    Smaller, More Frequent Releases

    5.

    Concurrent Testing

    6.

    Continuous Integration

    7.

    Regular Reflection and Adaptation

    1.

    The Define/Build/Test Team

    2.

    Mastering the Iteration

    3. Two-levels of Planning and Tracking4.

    Smaller, More Frequent Releases

    5.

    Concurrent Testing

    6.

    Continuous Integration

    7.

    Regular Reflection and Adaptation

    Achieving Team Agility

    9

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    Enterprise Agility

    That harness large numbers of agile teams to build

    and release quality enterprise-class software more

    rapidly than ever before

    Explicitly driven by intimate and immediate customerfeedback

    That harness large numbers of agile teams to build

    and release quality enterprise-class software more

    rapidly than ever before

    Explicitly driven by intimate and immediate customer

    feedback

    A set of organizational best practices

    core values and beliefs

    A set of organizational best practices

    core values and beliefs

    10

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    Achieving Enterprise Agility

    11

    1.

    Intentional Architecture

    2.

    Lean Requirements at Scale

    3. Systems of Systems and the Agile Release Train4.

    Managing Highly Distributed Development

    5.

    Impact on Customers and Operations

    6.

    Changing the Organization

    7.

    Measuring Business Performance

    1.

    Intentional Architecture

    2.

    Lean Requirements at Scale

    3. Systems of Systems and the Agile Release Train4.

    Managing Highly Distributed Development

    5.

    Impact on Customers and Operations

    6.

    Changing the Organization

    7.

    Measuring Business Performance

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    Agile Turns Tradition Upside-Down

    Predictive Process

    (Waterfall)

    Adaptive Process

    (Agile)

    The plan createscost/schedule estimates

    The vision createsfeature estimates

    12

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    Helps Avoid the Death March

    Time

    Pressure

    Deadline

    13

    Peak performanceachieved andmaintained indefinitely

    at a sustainable pace

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    Reduces Risk

    Time

    Deadline

    Risk

    14

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    Starts Delivering Immediately

    15

    Time

    ValueDe

    livery

    Deadline

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    Makes Money Faster

    16

    Time

    ValueDe

    livery

    Deadline

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    Delivers Better Fit for Purpose

    Time

    waterfall plan, result

    agile

    (adaptive) plan, result

    Measure of

    waterfall customer

    dissatisfaction

    17

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    Agile Delivers Higher

    18

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    Our implementation of agile practices . . . helps us find bugsearlier, helps us achieve higher quality, and helps us work wellwith SW QA

    Jon Spence, Medtronic

    Our implementation of agile practices . . . helps us find bugsearlier, helps us achieve higher quality, and helps us work wellwith SW QA

    Jon Spence, Medtronic

    I measure quality by the life of a defect, time measured frominjection to finding and fixing. Agile gives us solid results with

    most defects living no longer than one to two iterations. Agiledelivers higher quality than anything Ive found with the waterfallmodel

    Bill Wood, VP, Ping Identity Corp.

    I measure quality by the life of a defect, time measured frominjection to finding and fixing. Agile gives us solid results with

    most defects living no longer than one to two iterations. Agiledelivers higher quality than anything Ive found with the waterfallmodel

    Bill Wood, VP, Ping Identity Corp.

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    Last year, we had 22 releases across 3 major product lines, andnot a one of them was late. We support hundreds of Fortune1000 enterprises with a single person dedicated to support --the software is that solid

    Andre Durand, CEO, Ping Identity Corp.

    Last year, we had 22 releases across 3 major product lines, andnot a one of them was late. We support hundreds of Fortune1000 enterprises with a single person dedicated to support --the software is that solid

    Andre Durand, CEO, Ping Identity Corp.

    We increased individual developer and team productivity by an

    estimated 20 percent to 50 percentBMC Software

    We increased individual developer and team productivity by an

    estimated 20 percent to 50 percentBMC Software

    20

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    Development teams are more engaged, empowered and highlysupportive of the new development process

    BMC Software

    Development teams are more engaged, empowered and highlysupportive of the new development process

    BMC Software

    Our implementation of agile practices . . . (1) makes the workmore enjoyable, (2) helps us work together, and (3) isempowering

    Jon Spence, Medtronic

    Our implementation of agile practices . . . (1) makes the workmore enjoyable, (2) helps us work together, and (3) isempowering

    Jon Spence, Medtronic

    21

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    Seven Agile TeamPractices That Scale

    The Define/Build/Test Team

    Mastering the Iteration

    Two-level Planning and Tracking

    Smaller, More frequent releases

    Concurrent Testing

    Continuous Integration

    Regular Reflection and Adaptation

    22

    1 D fi /B ild/T t T

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    1. Define/Build/Test Team

    Before Agile: Typical Functional Silos

    Management Challenge:

    Connect the Silos

    23

    D/B/T Team Agile Fractal

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    A self-organizing team that can Define, Buildand Testa thing of interest

    Optimized for communication about the thing

    Repeated at larger scales to produce largersystems

    Teams can be based on

    Components

    Subsystems

    Features

    Interfaces

    Products

    D/B/T Team Agile Fractal

    Team1

    Team100

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    D/B/T Teams Have the Necessary Skills

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    D/B/T Teams Have the Necessary Skills

    Developer Developer Developer Tester

    TesterDeveloperProduct Owner

    Architect

    Tech lead Scrum / Agile Master

    QA/Release

    Mgt

    25

    2 Mastering the Iteration

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    The iteration is the heartbeat of agility. Master that,

    and most other things agile tend to naturally fallinto place.

    2. Mastering the Iteration

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    Iteration Pattern

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    Iteration Pattern

    Story AStory B

    Story C

    Story D

    Story E

    Story FStory

    Story AStory B

    Story C

    Story D

    Story E

    Story FStory

    DefineDefine

    P

    lan

    Plan

    FixedR

    esources

    Fixed Time (Iteration)

    27

    3 Two Level Planning and Tracking

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    3. Two-Level Planning and Tracking

    Iteration CycleIteration Cycle

    Release CycleRelease Cycle

    Drives

    Feedback- Adjust

    Plan Releases at the

    SystemLevel

    Three to six monthshorizon

    Prioritized feature

    sets define content

    Plan iterations at the

    component/feature level 2-4 iteration visibility

    Currency: user stories

    ReleaseVision

    Release Planning

    Release Scope

    and Boundaries

    28

    IterationPlanning

    Develop &TestReview

    &Adapt

    Release Pattern

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    Release Pattern

    PrioritizedRelease (feature)

    Backlog

    Stories

    Release timebox

    29

    4 Smaller More Frequent Releases

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    4. Smaller, More Frequent Releases

    Shorter release dates

    60-120 days

    Releases defined by

    Date, theme, planned

    feature set, quality

    Scope is the variable

    Release date and

    quality are fixed

    CycleCycleCycle CycleCycleCycle CycleCycleCycle

    30

    CycleCycleCycle CycleCycleCycle CycleCycleCycle CycleCycleCycle CycleCycleCycle CycleCycleCycle

    Fix the Dates - Float the Features

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    Fix the Dates Float the Features

    Teams learn that dates MATTER

    Product and business owners learn that priorities

    MATTER

    Agile teams MEET their commitments

    Releasable

    Increment

    10/1/2009 11/1/2009 12/1/2009 1/1/2009 2/1/2009 3/1/2009

    31

    Releasable

    Increment

    5 Concurrent Testing

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    5. Concurrent Testing

    All code is tested code. Teams get no credit for

    delivering functionality that is coded, but not tested. Tests are written before, or concurrently with, the

    code itself.

    Testing is a team effort. Testers and developers allwrite tests.

    Test automation is the rule, not the exception.

    Philosophy of Agile Testing

    32

    Concurrent

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    Concurrent

    Unit Testing Developer written

    Acceptance Testing

    Customer, product owner, tester written

    Component Testing

    Integrated BVT (build verification tests) at component/modulelevel

    System, Performance and Reliability Testing

    Systems tester and developer Written QA Involvement

    33

    Agile Testing Quadrants

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    Agile Testing Quadrants

    34

    Business-Facing

    Su

    pportDevelopment

    Critiqu

    eProduct

    Technology-Facing

    ManualAutomated &Manual

    Automated Tools

    Q1

    Q2 Q3

    Q4

    Adapted from Brian Marick, Crispen and Gregory

    On Test Automation

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    On Test Automation

    You have no choice

    Manual tests bottleneck velocity You cant ship what you cant test

    35

    6. Continuous Integration

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    g

    Continuous integration is neither new nor invented by agile

    It has been applied as a best practice for at least a decade

    However, continuous integration is mandatory with agile

    the teams ability to build continuously is

    a critical bottleneck to delivered

    velocity

    the teams ability to build continuously is

    a critical bottleneck to delivered

    velocity

    36

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    Continuous Integration Success

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    g

    Team can build at least once a day

    Effort is inversely proportional to time between builds!

    A broken build stops

    production and is addressed

    immediately

    Successful builds

    Checks in all the latest source code

    Recompile every file from scratch

    Successfully execute all unit tests

    Link and deploy for execution

    Successfully execute automated Build Verification Test

    38

    Source: Martin Fowler

    7. Regular Reflection and Adaptation

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    g p

    Periodically, the entire team including owners/end users

    reflects on the results of the process

    learn from that examination

    adapt the process -

    and organization -

    to produce better results

    The team decides what is working well, what isnt, and

    what one thing to do differentlynext time

    At regular intervals, the team reflects on how to become moreeffective, then tunes and adjusts its behavior accordingly.

    Agile Manifesto, Principle 12

    The shorter the iterations and releases

    the

    faster the learning The shorter the iterations and releases

    the

    faster the learning

    39

    A hi i E i

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    Achieving Enterprise

    Agility

    40

    1. Intentional Architecture

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    Continuous refactoring of large-scale, system-levelarchitectures is problematic:

    Substantive rework for large numbers of teams

    Some of whom would otherwise NOT have to refactor their component or

    module

    Potential Impact on deployed systems/ users

    Best possible BVT (Build Verification Tests) are imperfect

    Common architectural constructs ease usability, extensibility,

    performance and maintenance

    For systems of scale, some intentional architecture

    is necessary

    For systems of scale, some intentional architecture

    is necessary41

    Principles of Agile Architecture

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    Principle #1 The teams that code the system design the

    system.Principle #2 Build the simplest architecture that can

    possibly work.Principle #3 When in doubt, code it out.

    Principle #4 They build it, they test it.

    Principle #5 The bigger the system, the longer therunway.

    Principle #6 System architecture is a role collaboration.

    Principle #7 There is no monopoly on innovation42

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    2. Lean Requirements at Scale

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    Requirements still matter in agile. Atscale, lean and more extensible

    requirements practices can be applied.

    44

    Lean Requirements at Scale

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    A scalable requirements practice with three elements

    Vision+Vision+ RoadmapRoadmap Just-in-TimeElaboration

    Just-in-TimeElaboration

    45

    Vision - Managements responsibility

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    Where are we headed as a

    business?

    What problem does this product

    solve?

    What features and benefits does itprovide?

    For whom does it provide it?

    What performance does it deliver?

    46

    Common and Non-functionalR i t

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    Requirements

    Some requirements must be

    known by all teams Common components, common

    behaviors

    Internationalization, accessibility Performance, reliability and security

    requirements

    Industry/Regulatory/Customer standards/specifications

    Corporate standards: copyright, logo, graphics, legal

    Documented and available to all affected teams.Documented and available to all affected teams.47

    Roadmap System TeamsR ibilit

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    Responsibility

    May 15, 08 May 22, 08 July 08

    Features

    Road Rage Ported

    (part I)

    Brickyard port started

    (stretch goal to complete)Distributed platform demo

    ALL GUIs for both games

    demonstrable

    New features (see

    prioritized list)

    Demo of Beemer game

    Features

    Road Rage Ported

    (part I)

    Brickyard port started

    (stretch goal to complete)Distributed platform demo

    ALL GUIs for both games

    demonstrable

    New features (see

    prioritized list)

    Demo of Beemer game

    48

    Features

    Road Rage Completed

    (single user)

    Brickyard Ported (single

    user)Road Rage multiuser

    demonstrable

    First multiuser game

    feature for Road Rage

    New features (see

    prioritized list)Beemer game in Alpha

    Features

    Road Rage Completed

    (single user)

    Brickyard Ported (single

    user)Road Rage multiuser

    demonstrable

    First multiuser game

    feature for Road Rage

    New features (see

    prioritized list)Beemer game in Alpha

    Features

    Multiuser Road Rage first

    release

    Brickyard Ported

    multiuser demoNew features for both

    games (see prioritized list)

    Beemer game to E3

    Tradeshow?

    Features

    Multiuser Road Rage first

    release

    Brickyard Ported

    multiuser demoNew features for both

    games (see prioritized list)

    Beemer game to E3

    Tradeshow?

    Just-In-Time Elaboration Agile Teams Responsibility

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    Story 1

    Omnis decus

    Plurubusunum

    Story 1

    Omnis decus

    Plurubusunum

    Story 2Story 2

    Agile investment in documenting

    requirements is minimal prior to

    implementation

    Features are high level, abstract

    Communicate only concept

    Little work in process

    At iteration boundaries, elaborationis required

    Refine the teams understanding

    Support design, implementation andtesting

    Define acceptance criteria

    User Stories are the currency

    Agile Teams Responsibility

    49

    3. Systems of Systems and the AgileRelease Train

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    Release Train

    Scaling agile requires managing interdependencies

    amongst teams of developers

    Only the teams themselves can plan and manage this

    complexity

    Only the teams can commit to the schedule Systematic enterprise delivery requires an agile release

    train delivery model

    Rolling-wave Enterprise Release Planning drives release

    train vision and execution

    50

    Component Agile is not System Agile

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    51

    Time when you

    discover you arenot Planned system

    release date

    ....time spent thinking you are on track.IntegrateIntegrateand slip!and slip!SystemSystem

    External Release

    External Release

    External Release

    Internal Release

    Internal Release

    IterateIterate IterateIterate IterateIterate

    IterateIterate IterateIterate IterateIterate IterateIterate

    AA

    BB

    CC

    Agile teams

    Internal Release

    IterateIterate IterateIterate IterateIterate IterateIterate IterateIterate IterateIterate

    The slowest team drags thetrain

    Release docsRelease docs

    Port and certsPort and certs

    Port and certsPort and certs

    Release docsRelease docs

    Release docsRelease docs

    Rules of the Agile Release Train

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    Periodic release dates for the solution are fixed

    Intermediate, global integration milestones areestablished and enforced

    Constraining these means that component/feature

    functionality must flex Shared infrastructure must track ahead

    Teams evolve to a flexible model:

    Design spectrum for newfunctionality

    Backup plan to ship

    less capable version

    if necessary

    Lease

    Imaginable

    Minimum

    CredibleModerate Best

    52

    Agile release train design continuum

    Synchronized Agile Release Train

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    53

    Release IncrementRelease Increment

    (Potentially shippable(Potentially shippableincrement)increment)

    Sys 1Sys 1 Sys 2Sys 2 Sys 3Sys 3 Sys 4Sys 4 Sys 5Sys 5 Sys 6Sys 6 Sys 7Sys 7 Sys 8Sys 8

    IterateIterate IterateIterate IterateIterate IterateIterate IterateIterate IterateIterate

    IterateIterate IterateIterate IterateIterate IterateIterate IterateIterate IterateIterate

    IterateIterate IterateIterate IterateIterate IterateIterate IterateIterate IterateIterate

    TeamTeam

    AA

    Team BTeam B

    TeamTeam

    CC

    SystemSystem

    IterationsIterations

    Release docsRelease docs

    Ports certsPorts certs

    ReleaseDocs

    ReleaseDocs

    ReleaseDocs

    ReleaseDocs

    Ports certsPorts certs

    ContinuousIntegration

    ContinuousIntegration

    ContinuousIntegration

    Component/Component/

    Feature/Feature/

    SubsystemSubsystem

    IterationsIterations

    For discussion, see www.scalingsoftwareagility.wordpress.com

    http://www.scalingsoftwareagility.wordpress.com/http://www.scalingsoftwareagility.wordpress.com/
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    H

    HH

    H

    2009 Leffingwell, LLC.

    Rolling Wave Release Planning Drivesthe Train

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    BusinessContext

    BusinessContext

    Product VisionProduct Vision

    TeamBreakouts

    TeamBreakouts

    Draft Release

    Plan Review

    Draft Release

    Plan Review

    ProblemSolving / Scope

    Management

    ProblemSolving / Scope

    Management

    9-10

    10-11

    11-12

    12-1

    1-2

    2-3

    3-4

    4-6

    Eng mgrs

    State of the business

    Objectives for upcoming periods

    Objectives for release

    Prioritized feature set

    Each team presents plans to group

    Issues/impediments noted

    Issues/impediments assigned

    Release commitment vote?

    Teams plan stories for iterations

    Work out dependencies

    Architects and PMs, POs circulate

    |1|1

    |1|1

    |2|2

    |2|2

    |3|3

    |3|3

    |4|4

    |4|4

    architects

    Product managers/Product Owners

    PMs

    Executives

    the Train

    55

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    Release Commitment

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    57

    4. Managing Highly DistributedDevelopment

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    Development

    Co-locate team often at least at Release Planning

    Establish core hours, with overlap required

    Apply high cohesion and low coupling to sites (organize

    and reorganize around features/components)

    Dont let anyone go dark - apply daily Integration Scrums

    Establish a single global instance of project assets

    Invest in tools that support distributed, but shared view ofstatus

    58

    5. Changing the Organization

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    Transition as a Project

    All in or Incremental Rollout

    Eliminating Impediments

    Moving to Agile Portfolio Management

    59

    Transition as a Project

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    Establish an Agile Enterprise Transition Team

    Drives the enterprise vision and facilitates

    implementation Cross-functional involvement

    Cross-level involvement

    Executive leadership

    Create a transition backlog

    Run project in iterations

    Commit to weekly iteration goals

    Meet at least weekly

    Report to other executive stakeholders

    Experience agile project management

    60

    Executive sponsors

    Cross functional

    All-In or Incremental?

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    All-in

    Incremental

    61

    Eliminating Impediments

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    Existing rules demand adherence to document-driven, waterfall

    processes and artifacts

    Software test/ system test not integrated, responsive

    Inadequate build and support infrastructure

    Organization rewards individual over team behavior

    Teams not co-located to maximum extent feasible

    Teams not truly empowered

    Other functions - sales, marketing, customer not supportive ofincreased delivery pace

    Legacy thinking - Management expectations for fixed-price,

    fixed-time, fixed-function delivery

    62

    Moving to Agile Portfolio Management

    Changing Legacy Mindsets

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    63

    g g g y

    Investment

    Funding Investment

    Funding

    Change

    Management Change

    Management

    Governance

    and Oversight Governance

    and Oversight

    From:

    To:

    DTE Energy Case Study, Agile 2009

    6. Impact on Customers and Operations

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    More frequent releases challenge:

    Customers

    Suppliers

    Marketing and Sales

    Support

    Documentation, certification, localization

    64

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    7. Measuring Business Performance

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    66

    The primary metric for agile is whether or not

    working software actually exists, and isdemonstrably suitable for its intended purpose.

    This is determined empirically, by demonstration,at the end of every single iteration.

    All other measures are secondary.. (but not useless)

    All other measures are secondary.. (but not useless)

    Process Self-Assessment Metrics

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    67

    Team Agility Assessment Radar Chart

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    Product Ownership

    DevelopmentPractices/Infrastructure

    Release Planning and Tracking

    Testing Practices Iteration Planning and Tracking

    Team

    150%

    125%

    100%

    75%

    50%

    25%

    0%

    68

    Watch for these Anti-patterns

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    Insufficient refactoring of testing organizations and

    inadequate test automation

    Lack of team proficiency in agile technical practices

    iterations and sprints treated as demo milestones, rather than

    potentially shippable increments

    Insufficient depth/competency in the critical product

    owner role

    Inadequate coordination of vision and delivery strategies

    due to lack of coordinated, multi-level release planning

    69

  • 8/8/2019 Scaling Agile(Good!)

    70/70